Gift Agreement Management

Manage the entire gift process in a single system

Stabilize and grow funding with a gift agreement management system

Throughout every fundraising campaign, major gifts are the difference between meeting and exceeding goals. 

But as the donation ask grows larger, the need for formal gift contracts or gift processing becomes a factor. And the last thing you want is to lose out on a major gift because a mistake is made or a task is left undone.

With a Hyland solution for Gift Agreement, advancement and development offices manage the entire business process for a gift contract request.

The gift agreement management system provides:

Once the gift is signed, staff have immediate access to all final documents through the advancement CRM solution. The gift agreement system also automatically stores the contract in the donor record — ensuring the donor history stays up-to-date.

And, with ShareBase, you can share your  donors' gift agreement with external law firms  to speed up processing even further. The natural interaction between ShareBase and Hyland solutions allows you to share those files automatically as part of the gift agreement process with those who do not have access to your system. 

Find out more about how you can accelerate your gift agreement process here